Process Director delivers low-code workflow automation through an intelligent combination of integrated technologies, including electronic forms, business rules engine, automated workflow, reporting, dashboards, web portals and application integration. Process Director is available either on-premise or in the cloud.
Every industry can take advantage of the low-code development environment inside Process Director to automate complex workflows, mitigate compliance risks, and maximise process visibility.
Automate the entire CapEx management process, from request submission and approval to post-investment review
Admissions application, course registration, loans and financial aid, and student portals
New hires, expense reimbursement, holiday and annual leave requests, employee offboarding, and performance appraisal
Automate M&A activity including pre-deal activity and post-merger integration
Accident reporting, dangerous occurrences, first aid, and fire safety assessment
Migrate your SharePoint workflows to Process Director
Rich, dynamic electronic forms are built using an integrated online form designer that uses a WYSIWYG interface that requires no knowledge of HTML.
Simply drag-and-drop fields (text boxes, checkboxes, date/time calendars, sliders, ratings, dropdown lists, radio buttons, switches and more…) onto the page. Users can show/hide and protect/unprotect fields or entire sections as well as make them mandatory/optional or empty/pre-populated.
For end-users, invalid fields are automatically highlighted for correction before submission, ensuring only complete and accurate data is submitted.
Process Director is the only low-code workflow automation platform to offer two powerful models for building and executing your business workflows: a traditional flowchart model for linear workflows and the patented BPMN alternative; Process Timeline.
The traditional designer is ideal for simple linear workflows, with few parallel tasks. Complex and powerful workflows can be assembled in the drag-and-drop designer, allowing non-developers to model their business processes and build the very workflow engine that will execute them.
AI-driven, Process Timeline offers the earliest possible notification that some future task is predicted to be late. And it can do more than just notify you: this workflow engine can take direct action, escalating or re-routing activities to account for the predicted delay.
Through the Microsoft Project-like Gantt chart builder, Process Timelines can be built to incorporate not only traditional linear tasks but also highly parallel tasks in a unique, new way. But more than just a new designer, it also shows you, at a glance, how (and for how long) the process instances will run. This ability ushers in a new era of predictive business process management (pBPM), giving you true insight into the future of how each process will run.
Build named, reusable business rules to encapsulate your organisation’s procedures, processes, and policies.
Once activated, the rule can be utilised in any number of forms and workflows to conditionally control how they should run and behave in various conditions. It may be as simple as hiding a form section if it is not appropriate to the request type, sending a form to the CEO if the value is above a certain threshold, or seeking approval from the IT Director for all computer-related expenditures.
Pre-defined reports can be designed within the powerful report builder and made available through scheduled or on-demand delivery.
You can generate reports on form data, workflow metrics or a combination of the two. For example, you may have finance reporting that gathers all the form data relating to approved and rejected CapEx requests, providing up-to-the-minute oversight on the current financial position of the business. But equally, the reports may focus on the workflow metrics and instead show the average time taken for approvals, split down by role, country, or region.
And of course, for many users, the simplest approach is to export data to pre-defined Excel spreadsheets, making it instantly available to users in a format they are familiar with and can manipulate as needed.
Knowledge Views enable business users to build flexible reports, graphs, and dashboards – without the assistance of IT.
Business Activity Monitoring (BAM) dashboards, containing these knowledge Views, can help you resolve problems faster, improve process efficiency and make data-driven decisions. If problems or bottlenecks are detected, monitoring will help you fix them as they happen and make your processes more efficient.
These dashboards also act as a front-end interfaces for reviewing forms, launching processes and task management, giving end-users real-time access to processes and data from across your organisation.
Case management is an out-of-the-box feature of Process Director enabling you to build, route and monitor human-directed case-work that is non-linear and unpredictable.
Process Director embraces a sophisticated suite of AI and machine learning tools that continually evaluate data to make predictions in real-time about process behaviour and intervene (if necessary) to make appropriate operational improvements.
A graphical WYSIWYG interface empowers business users to build feature-rich applications with point-and-click tools, templates by use case, and pre-built connectors. No coding is required.
Process Director supports direct integration, web services and REST\SOAP calls, giving you access to a huge variety of in-house and third-party services.
Its .NET Software Development Kit (SDK) enables near limitless capabilities to create re-usable, bespoke custom tasks and integrations.
Reduce risks and improve traceability with 24/7 audit tracking, user access permissions, and more.
System access is authenticated with user actions fully logged and auditable.
Support for SAML-based authentication for SSO with your existing corporate user directory. Integrate with directories such as on-premise Active Directory and cloud-based Azure Active Directory.
The system uses standard web security protocols (such as HTTPS over TLS 1.3) to encrypt data in transit and can be configured to apply multiple layers of encryption to data at rest.
Integration with industry-standard identity and authentication platforms, such as Azure Active Directory, allows for MFA to be incorporated within the user logon process.
Named user accounts or all users allow for granular security permissions and activity tracking to be applied.
Full auditing of account delegation for when a user is away from the office.
Maintain control with an on-premise installation or host in the cloud (Public/Private cloud).
Our cloud-hosted option (with a 99.9% uptime guarantee) includes ongoing technical support and maintenance with system updates/enhancements automatically rolled out to users.
Our data centres are UK-based and fully compliant with UK GDPR.
If you prefer, we can host your electronic forms software within the Microsoft Azure global infrastructure, allowing you to keep your business-critical data in any region and comply with relevant legislation.
Process Director offers Rentokil Initial centralised control, standardised processes, financial transparency and compliance over their CapEx approval processes in Europe, Asia, Latin America and the USA.
Millennium Hotels and Resorts improve the controls around CapEx projects by implementing Process Director to manage their multi-million annual budget.
Securely access critical business processes from any device.
With BP Logix Mobile, your team can view and edit documents, snap and attach photos, fill out and submit forms – anywhere and anytime, even when connectivity is spotty.
Forms that are created in the low-code workflow automation software can be completed on a mobile device. Forms may be completed while offline and are synchronised automatically with Process Director after establishing connectivity.
I would like to extend my sincere gratitude to you and your team for your dedication, due diligence, professional insights, and relentless efforts in making this project a smooth and successful endeavour. Your commitment and expertise have been truly invaluable.
Aung Kyaw Moe, Vice President, Global IT Infrastructure & Cybersecurity, Millennium Hotels and Resorts
As an IT support group, we offer our business colleagues choices. The decision to select Process Director/Cloud Edition was made by the Divisional CFO, as the prototype of the CapEx process worked to his satisfaction. From an IT perspective, we were also genuinely pleased with the pilot.
Chris Broe, Group Chief Information Officer, Rentokil Initial
We love the simplicity of the system. The actual form has not changed much. You now complete it online. It still captures all the same information. Crucially, the quality of submitted requests has improved as certain fields are auto-filled, calculated automatically or contain rules such as a mandatory field or display a warning if certain conditions are not met. We’ve made the process tighter and more consistent.
Nick Taylor, Finance Director, Millennium Hotels and Resorts
We were mindful of the CapEx – and product creation – systems ePC had implemented and aware they worked well. In the end, the system had a lot of ticks against it and we did not see the value of going to another supplier when ePC had a box of tricks that worked well for us.
Robert Woods, Finance Manager, Initial
